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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | 06/2023 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2018 | 05/2022 |
| The Vanguard Group, Inc. | Dallas | TX | 06/2021 | 08/2021 |
| Wealthstream Advisors | Stamford | CT | 06/2020 | 08/2020 |
| World Wrestling Entertainment (Wwe) | Stamford | CT | 06/2019 | 08/2019 |
| Westhill High School | Stamford | CT | 09/2014 | 06/2018 |
| Lar Pensions | Stamford | CT | 02/2017 | 06/2017 |
| Brighton Jones | Mclean | VA | 07/2023 | 10/2023 |
| Unemployed | Arlington | VA | 11/2023 | 01/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
| Egan, Berger And Weiner, Llc | Vienna | VA | 07/2021 | Present |
1. NAME OF OTHER BUSINESS: EGAN, BERGER AND WEINER, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ANALYTICAL, ADMINISTRATIVE, CORRESPONDENCE, AND TRANSACTIONAL CLIENT SERVICE RESPONSIBILITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
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